Deceased Estates

You may feel that it would help ease the burden to have some guidance in managing the complexities involved in the administration of a deceased estate.

Dealing with the death of a loved one is one of the most difficult things any of us will ever do. We can meet with you and your solicitor (if needed) to work out an action plan.

We assess if an income tax return is necessary and apply for a Tax File Number, process and lodge necessary Final Tax Returns or advise the Australian Taxation office if a return is not necessary. We will also advise the Australian Taxation Office in writing of the Finalisation of the Estate, and give final advice to Executors of any other important tax matters. If there are entities other than your loved one, we can also assist with the compliance of these.

Our specialist, Kerri can also work closely together with our Investment & Insurance division to assist you in the completion of share transfers and/or sale.